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Onboarding questionnaire & kickoff signup

Tell us about your environment, people, and priorities. Our onboarding engineers will review your answers, draft a rollout plan, and invite you to a kickoff call within one business day.

Zero-cost onboarding assessment Secure data handling Kickoff call scheduled within 24 hours

Complete questionnaire Need help? Email onboarding

Welcome to DMF

Let’s document your stack, secure identities, and align on success metrics.

Tell us about your organization

Onboarding questionnaire

The more detail you provide, the faster we can deliver a tailored onboarding and security uplift. All submissions are encrypted in transit and reviewed only by our onboarding team.

Organization overview

Company name Website Industry Employee count

Primary contacts

Primary contact name Primary contact email Primary contact phone Executive sponsor Executive sponsor email IT/Operations lead

Environment snapshot

Current MSP / internal IT arrangement Number of managed endpoints Primary productivity suite Server / infrastructure footprint

Security posture & requirements

Compliance frameworks in scope Current cybersecurity stack Top priorities for the first 90 days

Access & logistics

Requested onboarding start date Preferred kickoff time zone Upload relevant documentation (optional) How did you hear about DMF?

Anything else we should know?

Additional context

By submitting, you consent to DMF using this information solely for onboarding preparation in accordance with our Privacy Policy.

What happens after you submit?

Review & validation

Our onboarding coordinators verify details, clarify any gaps, and ensure access requirements are documented.

Kickoff scheduling

We send a kickoff invite with agenda, stakeholders, and any pre-work (e.g., agent deployment, credentials).

Onboarding runbook

You receive a tailored runbook covering discovery, stabilization, standardization, and ongoing cadence.

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